LYRWX Mutual Fund

LYRWX Mutual Fund

NAV$15.73
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Returns Overview

1 Month
-0.50%
3 Months
+5.27%
6 Months
+6.48%
YTD
+10.36%
1 Year
+19.01%
3 Years (annualized)
+13.52%
5 Years (annualized)
+7.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LYRWX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+10.36%
Peer Avg (YTD)
+11.12%
vs Peers
-0.76%

LYRWX Mutual Fund Performance

LYRWX performance across multiple time periods: 1-month -0.50%, YTD 10.36%, 1-year 19.01%, 3-year 13.52%, 5-year 7.75%.

LYRWX returns trail the peer average of 11.12% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

LYRWX vs another fund shows side-by-side returns. LYRWX alternatives are available in the Mutual Fund Screener.